Cardlytics, Inc. (CDLX) — SEC Filings
Cardlytics, Inc. (CDLX) — 35 SEC filings. Latest: 8-K (Mar 24, 2026). Includes 17 8-K, 5 10-Q, 5 SC 13G/A.
View Cardlytics, Inc. on SEC EDGAR
Overview
Cardlytics, Inc. (CDLX) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 8-K filed on Mar 24, 2026: Cardlytics, Inc. filed an 8-K on March 24, 2026, announcing the completion of an acquisition or disposition of assets under Item 2.01. While the specific details of the transaction, such as the acquired company or asset and the financial terms, are not explicitly stated in this summary, the filing i
Sentiment Summary
Across 35 filings, the sentiment breakdown is: 1 bearish, 33 neutral, 1 mixed. The dominant filing sentiment for Cardlytics, Inc. is neutral.
Filing Type Overview
Cardlytics, Inc. (CDLX) has filed 17 8-K, 5 10-Q, 2 DEF 14A, 2 10-K, 5 SC 13G/A, 1 8-K/A, 3 SC 13D/A with the SEC between Jan 2024 to Mar 2026.
Filings by Year
Recent SEC Filings (35)
Risk Profile
Risk Assessment: Of CDLX's 25 recent filings, 1 were flagged as high-risk, 18 as medium-risk, and 6 as low-risk. The overall risk profile suggests moderate risk with a balanced mix of positive and cautionary disclosures.
Financial Highlights
| Metric | Value |
|---|---|
| Net Income | -$17.5M |
Key Executives
- Jonathan L. Sokoloff
- David L. K. Lee
- David M. Z. Lee
- Amit Gupta
- Karim Temsamani
- Lynne Laube
- K. Brent Turner
- Clifford Sosin
- William J. Nowell
- David A. DeSimone
Industry Context
Cardlytics operates within the digital advertising technology sector, a highly competitive and rapidly evolving market. The industry is characterized by a constant need for innovation to capture consumer attention and demonstrate measurable return on investment to advertisers. Key trends include the shift towards personalized advertising, the increasing importance of data privacy, and the consolidation of market players.
Top Tags
material-agreement (4) · 10-Q (4) · financials (4) · corporate-governance (3) · sec-filing (3) · 13d-amendment (3) · Cardlytics (3) · 8-K (2) · leadership-change (2) · officer-appointment (2)
Executive Compensation
From the most recent DEF 14A filing (Apr 12, 2024):
- Karim Temsamani — Member
- Lynne Laube — Member
Key Numbers
| Metric | Value | Context |
|---|---|---|
| I.R.S. Employer Identification No. | 26-3039436 | Company identification number |
| Net Loss (Q2 2025) | $17.5M | Increased from $10.2M in Q2 2024, indicating worsening profitability. |
| Net Loss (YTD 2025) | $31.2M | Widened from $20.4M in YTD 2024, showing a sustained negative trend. |
| Stockholders' Equity (June 30, 2025) | $178.6M | Decreased from $209.8M at Dec 31, 2024, reflecting erosion of shareholder value. |
| Accumulated Deficit (June 30, 2025) | $795.5M | Increased from $764.3M at Dec 31, 2024, highlighting persistent unprofitability. |
| Common Shares Outstanding (June 30, 2025) | 39.26M | Slight increase from 38.98M at Dec 31, 2024, potentially due to share-based compensation. |
| Reporting Period | 2025 Q1 | First quarter of 2025 financial data |
| As of Date | 2025-03-31 | End of the reporting period for balance sheet items |
| Fiscal Year End | 2024-12-31 | Reporting period for executive compensation and governance |
| Filing Date | 20250403 | Date the DEF 14A was submitted to the SEC |
| Fiscal Year | 2024 | Reporting period for the 10-K |
| Prior Year End | 2023-12-31 | Comparison point for financial data. |
| SEC File Number | 001-38386 | Identifies the company's filings with the SEC. |
| IRS Employer Identification No. | 26-3039436 | Company's tax identification number. |
| Period End Date | 2024-03-31 | Quarterly report period |
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Frequently Asked Questions
What are the latest SEC filings for Cardlytics, Inc. (CDLX)?
Cardlytics, Inc. has 35 recent SEC filings from Jan 2024 to Mar 2026, including 17 8-K, 5 10-Q, 5 SC 13G/A. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of CDLX filings?
Across 35 filings, the sentiment breakdown is: 1 bearish, 33 neutral, 1 mixed. The dominant sentiment is neutral.
Where can I find Cardlytics, Inc. SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Cardlytics, Inc. (CDLX) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Cardlytics, Inc.?
Key financial highlights from Cardlytics, Inc.'s most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for CDLX?
The investment thesis for CDLX includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Cardlytics, Inc.?
Key executives identified across Cardlytics, Inc.'s filings include Jonathan L. Sokoloff, David L. K. Lee, David M. Z. Lee, Amit Gupta, Karim Temsamani and 5 others.
What are the main risk factors for Cardlytics, Inc. stock?
Of CDLX's 25 assessed filings, 1 were flagged high-risk, 18 medium-risk, and 6 low-risk.
What are recent predictions and forward guidance from Cardlytics, Inc.?
Forward guidance and predictions for Cardlytics, Inc. are extracted from SEC filings as they are enriched.